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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1176
Cascade Investment Advisors
Oregon
$1.64M +$67.3K +2,425 +4%
SLI
1177
Sumitomo Life Insurance
Japan
$1.63M -$64.3K -2,318 -4%
WFM
1178
Wolff Financial Management
Michigan
$1.63M +$61K +2,197 +4%
PFA
1179
Pathway Financial Advisers
Indiana
$1.63M +$189K +6,823 +13%
OWG
1180
Oxford Wealth Group
Florida
$1.62M +$1.62M +58,528 New
DCM
1181
Dudley Capital Management
Virginia
$1.62M -$1.17K -42 -0.1%
STA
1182
Summit Trail Advisors
New York
$1.62M +$375K +13,510 +30%
HCMT
1183
Highland Capital Management (Tennessee)
Tennessee
$1.62M -$176K -6,342 -10%
CD
1184
Chapin Davis
Maryland
$1.62M +$12.7K +459 +0.8%
SAM
1185
Secure Asset Management
Michigan
$1.61M +$255K +9,180 +19%
WDA
1186
Wendell David Associates
New Hampshire
$1.61M -$67K -2,414 -4%
CGPCS
1187
Capital Group Private Client Services
California
$1.6M -$5.75M -207,244 -78%
PWA
1188
Provenance Wealth Advisors
Florida
$1.59M +$455K +16,414 +40%
FFM
1189
Forum Financial Management
Illinois
$1.59M +$28.7K +1,033 +2%
RI
1190
Ridgewood Investments
New Jersey
$1.59M +$460K +16,580 +41%
HKAM
1191
Horizon Kinetics Asset Management
New York
$1.59M +$194K +6,979 +14%
AF
1192
Advisornet Financial
Minnesota
$1.58M -$38.6K -1,390 -2%
IA
1193
Insight Advisors
Pennsylvania
$1.57M +$57.3K +2,066 +4%
FTIS
1194
First Trust Investment Solutions
Florida
$1.56M +$468K +16,877 +43%
ESB
1195
Essex Savings Bank
Connecticut
$1.56M – – –
QI
1196
Qtron Investments
Massachusetts
$1.56M – – –
RFA
1197
Register Financial Advisors
Georgia
$1.56M +$725K +26,131 +87%
HA
1198
Herold Advisors
New York
$1.56M -$212K -7,643 -12%
PPWP
1199
Premier Path Wealth Partners
New Jersey
$1.56M +$289K +10,431 +23%
SFG
1200
SNS Financial Group
Minnesota
$1.55M -$72.1K -2,598 -4%
46 47
48
49 50